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RXRXRX

Recursion Pharmaceuticals, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volume
$RXRX·$2.2B·Biotechnology·Healthcare
$3.46-16.7%YTD-8.0%1Y-45.5%
Price updated 7h ago·X counts updated 5d ago
RXRXRX
$RXRXRecursion Pharmaceuticals, Inc.
$3.47-16.71%769 posts1.4×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $RXRX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

769X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $RXRX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 94% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-14

Recursion is being watched for the daily 200SMA reclaim, a weekly buy signal that rarely fires, and a wedge chart calling 373% upside if the setup completes. Longs frame RXRX as a biotech AI-native drug-engine story alongside TEM/VKTX. Only Weinstein Stage 4 downtrend voices push back on the near-term chart.

Read what X is saying about $RXRX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RXRX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AI-native drug discovery platform with Tempus and Nvidia partnerships — revenue dropped 56%, chart is quietly coiling.

Recursion Pharmaceuticals is an AI-driven drug discovery platform (post the Exscientia merger) using machine-learning-based biology image analysis to identify drug candidates. The stock is roughly flat YTD and consolidating around the 50-day moving average after a Tempus AI data agreement extension.

  • The P&L is deeply impaired: revenue fell 56% YoY to $6.5M last quarter at a -1,986% operating margin and NEGATIVE 34% gross margin — the business runs on collaboration revenue from pharma partnerships, and that revenue stream dropped meaningfully this quarter.
  • The Tempus AI data agreement amendment (Sep 15, extending the term from 5 years) is a meaningful validation signal — Tempus doesn't extend data-licensing arrangements that aren't working, so the ML-biology back-end has demonstrated value to at least one named partner.
  • Insider activity is minimal: officer Khan sold $79K at $3.52 and Taylor had routine F-InKind — the tape is driven by sector rotation and short-squeeze dynamics (33%+ short interest) more than operational news.

Coiling resolves higher if Nov 4 earnings re-accelerate collaboration revenue above $15M and announces another named pharma partnership (Bayer, Sanofi, Merck KGaA are prior partners). It resolves lower if revenue stays below $10M and operating burn widens — the balance sheet runway becomes a question past 2027 without stronger partnership monetization.

Agrees with X sentimentX longs on the daily 200SMA reclaim, rare weekly buy signal, and 373% wedge upside have the setup elements right — but the Weinstein Stage 4 downtrend voices are the honest counter, and the fundamental P&L (revenue down 56%, negative gross margin) weighs on any sustained breakout attempt.

What to watch: Nov 4 earnings — collaboration revenue above $15M, Tempus data-platform contribution, any new named pharma partnership, and operating burn versus cash runway. A soft revenue print or no new partnership is what breaks the coil lower.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $RXRX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Uses AI and high-throughput biology to build drug discovery pipelines, combining biological maps with computational design.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $RXRX.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $RXRX

Neutral — Uses AI and high-throughput biology to build drug discovery pipelines, combining biological maps with computational design.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-47.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-22.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
22.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-54.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-34.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.25$-0.24-4.2%
Q1 2026May 6, 2026$-0.22$-0.30+26.7%
Q4 2025Feb 25, 2026$-0.21$-0.28+25.0%
Q3 2025Nov 5, 2025$-0.36$-0.38+5.3%
Next earningsWed, Nov 4·consensus EPS $-0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.5M-56.1%-93.0%-1986%$-0.22$-81.4M
Q4 FY25$35.5M+687.8%24.4%-305%$-0.21$-47.3M
Q3 FY25$5.2M-80.2%-472%-3328%$-0.36$-117.6M
Q2 FY25$19.1M+32.6%-5.5%-923%$-0.41$-79.6M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.2M$29.3M – $68.4M-$0.90-$0.95 – -$0.886
FY27$54.8M$30.1M – $88.2M-$0.90-$0.92 – -$0.866
FY28$126.1M$20.7M – $312.0M-$0.78-$1.83 – -$0.213
FY29$247.5M$107.4M – $506.0M-$0.94-$2.22 – -$0.251

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.16%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 417.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 6Blake BorgesonDirector50.0K sh$242KSellOct 6Robert HershbergDirector25.0K sh$125KSellSep 8Najat KhanCEO22.4K sh$79KSellSep 1Blake BorgesonDirector30.0K sh$100KSellAug 4Blake BorgesonDirector30.0K sh$98KSellJul 7Blake BorgesonDirector40.0K sh$159KSellJun 18Namandje BumpusDirector4.0K sh$13KSellJun 5Christopher GibsonDirector40.0K sh$145KSellJun 5Najat KhanCEO23.6K sh$84KSellJun 3Namandje BumpusDirector4.4K sh$16K
1–10 of 15
+ 26 other (11 awards · 9 inkinds · 4 conversions · 1 exempt · 1 gift) in window

See when $RXRX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 218-K — Item 1.01: Material agreement
AI summary

Recursion Pharmaceuticals, Inc. and Tempus AI, Inc. amended their existing Master Agreement on September 15, 2026, restructuring a multi-year AI data licensing arrangement. Recursion agreed to extend the term from five to six years, eliminate its right to terminate for convenience, and reduce Annual License Fees to $14 million per year for the third through fifth anniversaries (down from a prior schedule of $22M, $32M, and $42M/year), with at least $4M payable in cash and the remainder payable in cash or stock; the volume of accessible de-identified data records was also reduced. This restructuring significantly lowers Recursion's near-term cash obligations while locking in continued access to Tempus's multimodal dataset for its AI-driven drug discovery platform.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RXRX filed an 8-K (Item 2.02) reporting its financial results for the second quarter June 30, 2026. A copy of the press release is furnished as Exhibi, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Delaware 001-40323 46-4099738 disclosed voting results from its annual or special meeting. hange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07. Submission of Matters to a Vote of Security Holders. Recursion...

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RXRX reported first quarter March 31, 2026. A copy of the press rel financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

RXRX disclosed a personnel change (8-K Item 5.02, dated 2026-04-30). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 11 other (6 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Recursion Announces Sanofi Options Potential First-in-Class Immunology Development Candidate from Their Collaborationglobenewswire.com·2d agoRecursion Announces Pricing of $200 Million Underwritten Offering of Class A Common Stockglobenewswire.com·2d agoRecursion Announces $200 Million Oversubscribed Follow-On Offering, Clinical Data Updates, and Partnership Milestoneglobenewswire.com·2d agoRecursion Pharmaceuticals (RXRX) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·4d agoRecursion Pharmaceuticals (NASDAQ:RXRX) Stock Price Down 4.3% – What’s Next?defenseworld.net·9d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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